About The Position

Great opportunity to join a stable and well-respected CPA firm. This is an awesome chance for an individual who enjoys wearing multiple hats, thrives in creating an exceptional client experience, and takes pride in keeping an office running smoothly. The firm’s owner has intentionally built a workplace centered around teamwork, flexibility, and treating employees exceptionally well. This is an opportunity to join a company that most people do not leave until they retire. The owner of this firm believes that taking care of its employees is the key to taking care of its clients. This is a very attractive opportunity for an organized professional who enjoys keeping projects moving and on track, being the “glue” to the office, and being an overall positive presence. You will enjoy meaning responsibility here and a supportive team that wants to make each other’s lives easier.

Requirements

  • Enjoy wearing multiple hats
  • Thrive in creating an exceptional client experience
  • Takes pride in keeping an office running smoothly
  • Organized professional who enjoys keeping projects moving and on track
  • Being the “glue” to the office
  • Being an overall positive presence

Responsibilities

  • Gather tax documents from clients and proactively follow up on missing information to keep returns moving.
  • Organize and prepare client files for tax preparers, ensuring documentation is complete and ready to be prepared.
  • Coordinate the distribution of completed tax returns following busy season and assist clients with questions regarding pickup or delivery.
  • Assist with billing, invoicing, and internal accounting for the firm itself.
  • Order office supplies, coordinate vendors, and help maintain an organized, welcoming office environment.
  • Support firm leadership with administrative projects and identify opportunities to improve office efficiency and client service.
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